Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.60% 0.35% 54.38M 4726.03
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
5.13% 142.0% 9.697M Upgrade

Basic Info

Investment Strategy
The investment seeks a high level of total return consisting of both income and capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in corporate debt. The manager attempts to maintain an aggregate portfolio duration of between two and ten years under normal market conditions. The fund may invest up to 20% of its net assets in derivatives, such as swaps, U.S. Treasury futures and forward currency contracts. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Moderate Sensitivity
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Emerging Markets Bond
Category Index JPM EMBI Global Diversified TR USD
Global Category Name Emerging Markets Fixed Income
YCharts Categorization Emerging Markets Bond
YCharts Benchmark Bloomberg EM USD Aggregate (^BBEMUSDATR)
Prospectus Objective Diversified Emerging Markets
Fund Owner Firm Name WisdomTree
Prospectus Benchmark Index
JPM CEMBI Diversified TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Anthony Routh 6.61 yrs
Anil Katarya 1.91 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 03, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
9.46%
-3.08%
13.42%
8.58%
-0.62%
-12.98%
8.76%
2.03%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
-2.06%
7.59%
-2.36%
11.99%
3.48%
0.56%
-14.32%
9.59%
1.52%
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--
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-15.42%
11.70%
2.94%
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--
--
--
--
-18.38%
8.07%
2.45%
7.11%
-2.56%
13.90%
6.77%
-0.59%
-12.59%
8.36%
1.06%
As of May 03, 2024.

Asset Allocation

As of April 26, 2024.
Type % Net % Long % Short
Cash 0.81% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 99.19% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks a high level of total return consisting of both income and capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in corporate debt. The manager attempts to maintain an aggregate portfolio duration of between two and ten years under normal market conditions. The fund may invest up to 20% of its net assets in derivatives, such as swaps, U.S. Treasury futures and forward currency contracts. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Moderate Sensitivity
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Emerging Markets Bond
Category Index JPM EMBI Global Diversified TR USD
Global Category Name Emerging Markets Fixed Income
YCharts Categorization Emerging Markets Bond
YCharts Benchmark Bloomberg EM USD Aggregate (^BBEMUSDATR)
Prospectus Objective Diversified Emerging Markets
Fund Owner Firm Name WisdomTree
Prospectus Benchmark Index
JPM CEMBI Diversified TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Anthony Routh 6.61 yrs
Anil Katarya 1.91 yrs

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